How to modify or remove contacts

1. Go to Contacts.
2. Select a contact from the Contacts list.

When you open a contact record, you can:

• Edit contact details
• View transaction details
• Record money received from customers
• Record money paid to vendors
• Flag T4A vendors
• Add a tax ID for reporting

The Activity tab shows transaction details for the contact.

You can:

• Search transactions by reference or value
• View transactions for a selected date range
• Open a transaction from the list

Sage Accounting sends documents to the Main address and Main contact.

Invoices include:

• Business or Company name
• Main contact name
• Main address

To update addresses and contacts:

1. Select the Contacts and Addresses tab.
2. Select the edit icon.
3. Make your changes.
4. Select Save.

To modify notes:

1. Select Edit.
2. Enter the notes.
3. Select Save.

To delete a contact

If a contact has no transactions associated with it, select it on the Contacts list.

• Go to Contacts.
• Select a checkbox next to the contact to delete.
• Use the trash icon to delete the contact.

Limitations

• You can’t delete a contact that has transactions associated with it.
• You can’t delete the Main Contact name or Main Address. As a workaround, change the contact name to "Don’t use” as needed.